Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Kyle Tupa is a financial professional with over 4 years of experience in the financial services industry. Matthew has a strong background in financial planning and investment management. Matthew is a Chartered Financial Consultant and holds FINRA Series 6, 63, and SIE licenses. Currently, Matthew is a Registered Representative with State Farm Investment Management Corp., and has worked previously with State Farm VP Management Corp. Matthew is committed to helping clients achieve their financial goals through personalized financial planning and investment management services.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
A percentage of the total value of assets under management is charged.
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TX
02/14/2023 - Present
State Farm Investment Management Corp. (Houston TX)
IL
05/20/2019 - 01/27/2020
STATE FARM VP MANAGEMENT CORP. (BLOOMINGTON IL)
BC
Issued 05/25/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/18/2019
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 05/11/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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